PositionOverview
Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing nancial services team. This role is ideal for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented environment.
The Client Service Associate will work closely with nancial advisors and fellow service team members to support clients with account servicing, operational requests, paperwork processing, and day-to-day client communications. No securities licenses are required for this role.
Position KeyResponsibilities
- Support nancial advisors and clients with account servicing and operationalrequests
- Process asset transfers, money movement requests, account paperwork, and estate documentation
- Answer inbound client service calls and respond to account-related inquiries professionally and promptly
- Prepare and distribute account documents, forms, and new account packages
- Maintain accurate client records and assist with account maintenance updates
- Process incoming and outgoing mail and assist with administrative tasks as needed
- Collaborate closely with internal departments and service team members to ensure a seamless client experience
- Prioritize multiple tasks in a fast-paced o?ce environment while maintaining strong attention to detail
Position Must Haves
- Strong communication and interpersonal skills
- Excellent organizational skills and attention to detail
- Professional, positive, and team-oriented attitude
- Ability to multitask and manage responsibilities e?ciently
- Prociency in Microsoft O?ce (Word, Excel, Outlook)
- Strong work ethic and willingness to learn
- Bachelor’s Degree preferred
- 1–3 years of client service, administrative, banking, or nancial services experience preferred
Position Preferences (if applicable)
- Prior experience working in a nancial services, banking, insurance, or wealth management environment
- Experience handling client accounts, operational processing, or nancial paperwork
- Interest in long-term career growth within the nancial servicesindustry
Benets
- Competitive compensation
- Full medical and dental benets
- 401(k) plan with company match
- Paid time o and holidays
- Supportive and collaborative team environment
- Opportunity for career growth within a growing nancial services rm
- Training and mentorship from experienced professionals
The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.
Placement in the range will vary based on job responsibilities and scope, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benets including health benets, 401(k) plan and paid time o.
Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
